• Hiring, training, mentoring, and supervising accounting staff and providing daily leadership and guidance to team members to provide the highest level of service to the Firm and its clients
• Defining, measuring, and reporting on accounting staff performance
• Participating in the development of overall firm accounting, billing, and finance procedures, policies and internal controls, and ensuring timely compliance with such protocols by the Finance Department and the Firm
• Identifying and resolving accounting issues and initiating, investigating, and identifying process improvements
• Overseeing the preparation of the monthly income statement and balance sheet, including all related account reconciliations and the monthly close process
• Overseeing the expense reporting process to ensure all expenses are appropriate, in compliance with Firm policy, coded properly, and recorded to the correct accounts
• Interfacing with Firm administrative officers, directors, and managers to coordinate transaction coding and budget monitoring activities
• Coordinating with the Business Pursuits Team to develop and track pricing proposals
• Coordinating the annual 1099 processing and report filing
• Coordinating/preparing all tax filings
• Supervising the management of client trust accounts
• Maintaining the tracking and accounting of the Firm’s fixed assets and ensuring all applicable expenditures are classified properly
• Reviewing and maintaining general ledger accounts and adjustments, including the preparation of monthly and annual journal entries
• Reviewing payroll upon receipt from the Payroll Department
• Maintaining and ensuring accuracy of Firm partner capital/draw accounts
• Assisting with the preparation of the Firm’s annual operating budget
• Maintaining the Firm’s chart of accounts
• Interacting with the Firm’s bankers, outside tax and financial statement accountants, various clients and vendors, the Firm’s Administrative Department Heads, Payroll Department, Benefit Managers, etc.
• Supervising the preparation of adjusting journal entries along with final adjusted financial statements
• Leading special project work on various financial systems, including system upgrades and new software rollouts: Aderant – all modules, Big Square, FAS, EIS, Chrome River (Expense Reports and Accounts Payable)
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